Podcasts about point72

H. Perry Boyle Jr. is the CEO and co-founder of MITS Capital LLC — Military Innovation Technology Solutions — and chairman of MITS Industries, the Danish-Ukrainian defence-tech joint venture announced in September 2025. He divides his time between Kyiv and Ketchum, Idaho. Boyle came to Ukrainian defence technology from three decades on Wall Street. He held senior positions at SAC Capital and Point72 — where he served as head of equities and capital development, managing multi-billion-dollar portfolios across global markets. His co-founders are Denys Gurak (COO and CIO, former venture partner at FF Venture Capital) and Anton Melnyk (Founding Partner, Ukraine-based). The MITS Industries board co-chairs are a former NATO Deputy Assistant Secretary General for Defense Investment and a retired US Army Colonel with 26 years in defence and transatlantic security — that combination signals the political-strategic positioning Boyle has built around the firm.----------LINKS:https://www.linkedin.com/in/perryboyle/https://www.cnas.org/people/h-perry-boylehttps://mits.capital/team/----------SUPPORT THE CHANNEL:https://www.buymeacoffee.com/siliconcurtainhttps://www.patreon.com/siliconcurtainhttps://www.gofundme.com/f/scaling-up-campaign-to-fight-authoritarian-disinformation----------ACTIVE CAMPAIGN:We are raising funds for 5 of 15 Vampire DronesSilicon Curtain for Kupiansk Vampires. Dzyga's Paw, together with Jonathan Fink, is joining forces to raise $40,000 to provide the Khartiia Brigade with Vampire Drones.https://dzygaspaw.com/silicon-curtain-for-kupiansk-vampiresThese heavy bombers are designed to destroy manpower and equipment, as well as for remote mining. The Vampire UAV, manufactured by Skyfall, has proven itself to be one of the most effective weapons in the Kupiansk direction. Skyfall is one of Ukraine's largest defense tech companies, producing Vampire bomber drones, various modifications of Shrike FPV drones, P1-SUN, Shahed drone interceptors, communication systems, and components.----------TRUSTED CHARITIES ON THE GROUND:Car4Ukrainehttps://car4ukraine.com/en-US/campaignsDzyga's Pawhttps://dzygaspaw.com/projectsSuperhumans - Hospital for war traumashttps://superhumans.com/en/UNBROKEN - Treatment. Prosthesis. Rehabilitation for Ukrainians in Ukrainehttps://unbroken.org.ua/Come Back Alivehttps://savelife.in.ua/en/Chefs For Ukraine - World Central Kitchenhttps://wck.org/relief/activation-chefs-for-ukraineUNITED24 - An initiative of President Zelenskyyhttps://u24.gov.ua/Serhiy Prytula Charity Foundationhttps://prytulafoundation.orgNGO “Herojam Slava”https://heroiamslava.org/----------PLATFORMS:Substack: https://substack.com/@siliconcurtainTwitter: https://twitter.com/CurtainSiliconLinkedin: https://www.linkedin.com/in/finkjonathan/Podcast: https://open.spotify.com/show/4thRZj6NO7y93zG11JMtqm----------

Jake Paul is one of the most influential creators of the digital era, with over 70M+ followers across platforms. He transitioned from YouTube stardom to become one of the biggest pay-per-view draws in boxing history with fights against Mike Tyson and Anthony Joshua. Jake is also Co-Founder of Anti Fund, where he has made investments in Ramp, Anduril, Cognition and Olipop to name a few. Geoffrey Wu is a Co-Founder and Managing Partner at Anti Fund. He previously built his career at Goldman Sachs and Point72. He is at the forefront of a new model of investing—where distribution is as powerful as capital. AGENDA: 00:00 — Why Attention is Now More Valuable Than Cash 04:36 — Inside the Secret $BN Jake Paul Business Empire 06:50 — Jake Paul's MasterClass on How to Tell Great Stories 10:50 — Why Jake Paul Is Literally Uncancelable 16:15 — The Brutal Reality of VC: Why Seed Investing is for Amateurs 25:10 — Is AI About to Make the Entire Human Race Unemployed? 33:15 — Trump Endorsed Me: Is Jake Paul Actually Running for President? 41:10 — The 60/40 Rule: How to Build an Unbreakable Relationship 44:15 — Dark Side of Greatness: Is Jake Paul a "Psychopathic" Work Addict? 50:20 — The Ultimate Choice: Boxing, Content, or Investing?      

GuestScott Stevens, Founder and CEOGrays Peak Capital + Black Peak Group With Approximately $1B Of Transactions Year.Veteran portfolio manager who successfully led multi-billion-dollar portfolios at top funds including Coatue Capital, SAC Capital, and JAT Capital.Scott Stevens is the Founder and CEO of Grays Peak Capital, a New York-based global investment firm that has deployed +$300 million of private credit loans over the last 12 months using next gen data science and AI in its loan screening and investment process. He is also the Founder and CEO of Black Peak, the specialized National Security arm of the business that invests in Defense Technology, Military & Government Contracting. Grays Peak has completed over 60 venture investments into 8 unicorns and 15 exits with a specialty in technology, software and FinTech. The private equity portfolio consists of a broad range of companies with a specialty in mid-market companies with a long history of profitability. Scott has 25+ years of global investment experience across venture capital, private equity, private credit, real estate and M&A. Prior to founding Grays Peak in 2014 and Black Peak in 2024, he held key positions at some of the leading asset managers and hedge funds. He began his career at Coatue Capital, a technology-focused fund founded by Tiger Cub Philippe Laffont, where he was one of the early investment professionals. Scott went on to hold senior investment roles at Ivory Capital, Strata Capital (Head of Research), and SAC Capital Advisors (now Point72), where he managed a $250 million TMT portfolio, before ultimately serving as a Managing Director at JAT Capital, overseeing a $1 billion long/short equity portfolio in the technology, media, and telecom (TMT) sectors.Before joining the buy-side, Scott worked at Merrill Lynch & Co. in the Mergers & Acquisitions Group, completing more than $20 billion in transactions across aerospace/defense, media, healthcare, and energy, and also served as an Analyst for the Taurus Fund, a private equity fund focused on early- to mid-stage telecommunications investments.He earned a B.A. in Economics from the University of Michigan.About Grays Peak Capital + Black Peak Grays Peak Capital is a global investment firm that has invested $300 million in the past year alone in companies focused on the public market, private equity, real estate, and credit. With a strategic emphasis on data science and analytics, the firm deploys capital into companies that are shaping the future of their industries. The Grays Peak portfolio includes multinational brands that have created value by disrupting industries and embracing technology led innovation. Black Peak is a specialized platform that focuses on National Security, DefenseTech and Government Contracting. For more information, please visithttps://grayspeakcapital.com and https://blackpeakgrp.com/.

Nic Roberts-Huntley is the CEO and Co-Founder of Blueprint Finance, leveraging his unique background spanning medicine, economics, and finance. A former surgeon who practiced at prestigious institutions, including Oxford University Hospitals and The Royal Marsden, Nic pivoted to finance after completing his MBA and Master's in Evidence-Based Policy Evaluation & Economics at Oxford University. His career trajectory includes roles as Vice President at Point72, Venture Architect at Virtual Ventures, and various surgical fellowships.At Blueprint Finance, Nic oversees two innovative protocols: Concrete, which provides institutional-grade financial services through its Earn, Borrow, and Protect products that optimize yields and offer liquidation protection; and Glow, a Solana-based protocol offering advanced trading, lending, and liquid restaking solutions. His multidisciplinary expertise and quantitative approach position him as a distinctive voice at the intersection of traditional finance and DeFi innovation.In this conversation, we discuss:- Institutional yield generation becomes crypto's next major unlock - Nic's career path: surgeon to trad-fi to crypto - M&A in digital asset markets accelerates - DeFi grows up from speculation to infrastructure - Crypto vaults - Delta-neutral trading strategies in vaults - Nic's critique of “chasing headline APY” - DeFi's Next Frontier: Credit, Tokenization & New Markets - Insurance will unlock the next frontier of crypto - On-chain credit markets - Composability across DeFi Blueprint FinanceX: @Blueprint_DeFiWebsite: blueprintfinance.comGlow FinanceX: @GlowFinanceXYZWebsite: glowfinance.xyzDiscord: discord.gg/glowfinanceConcreteX: @ConcreteXYZWebsite: concrete.xyzDiscord: discord.gg/concretexyzNic Roberts-HuntleyX: @nic_buildsLinkedIn: Nic Roberts-Huntley---------------------------------------------------------------------------------This episode is brought to you by PrimeXBT.PrimeXBT offers a robust trading system for both beginners and professional traders that demand highly reliable market data and performance. Traders of all experience levels can easily design and customize layouts and widgets to best fit their trading style. PrimeXBT is always offering innovative products and professional trading conditions to all customers.  PrimeXBT is running an exclusive promotion for listeners of the podcast. After making your first deposit, 50% of that first deposit will be credited to your account as a bonus that can be used as additional collateral to open positions. Code: CRYPTONEWS50 This promotion is available for a month after activation. Click the link below: PrimeXBT x CRYPTONEWS50FollowApple PodcastsSpotifyAmazon Music

Launching a multi-strategy hedge fund has never been tougher. Giants such as Millennium, Point72 and Citadel dominate the space, while spiraling pay and a fierce "war for talent" have pushed entry barriers higher than ever. So why leave a top role at one of the world’s biggest funds to start a rival? Jonathan Xiong, CEO & CIO of Arrowpoint Investment Partners and former co-CEO of Millennium in Asia, joins John Lee on the Asia Centric podcast to answer that question. With more than $1.5 billion in assets and growing, Arrowpoint is one of the most significant launches out of the region in recent years. Xiong discusses the difficulties of starting a multi-strategy fund, the hidden dangers of the "cost pass-through" model, and how he stood out from the crowd by identifying a unique gap in the Asian market. This episode was recorded in December 2025.See omnystudio.com/listener for privacy information.

In this episode, host Sandy Vance chats with Natalie Ngo, from EliseAI, for a friendly, insightful conversation about how AI is transforming the way healthcare organizations communicate and operate. EliseAI provides automation tools designed to streamline everyday interactions, reduce administrative burden, and help staff focus on what matters most. Together, Sandy and Natalie explore how EliseAI can empower healthcare teams to do more with greater efficiency.In this episode, they talk about:How and where EliseAI got startedThe value that AI will bring to your companyHow EliseAI is supporting healthcare organizationsWhat the implementation process will look like The response of the clinical staff at the providersAI can scale to fit any size practiceFuture main case usesA Little About Natalie:Natalie Ngo is a Strategy and Operations leader focused on healthcare at EliseAI, where she helps organizations use AI to streamline communication and operate more efficiently. Based in New York, Natalie brings a background in strategy, operations, and analytics, with previous experience at EliseAI and Point72. She holds an Honors Business Administration degree from the Ivey Business School at Western University and is passionate about using technology to support care teams and improve day-to-day workflows in healthcare.

Dr. Joe Ghalbouni, a quantum communication PhD who moved from academia into Point72's innovation team and now runs Ghalbouni Consulting, is interviewed by Yuval Boger. They discuss how he helped a major hedge fund move from quantum curiosity to concrete education, use case discovery, and POCs, and why he believes the real bottleneck today is not hardware but algorithms and sector-aware problem mapping. The conversation explores where quantum is most promising in financial services, from optimization to quantum machine learning, and how quantum inspired methods on classical hardware are already delivering value. They also cover PQC and QKD roadmaps, what it really takes to move a quantum solution into production, and why Joe is surprisingly optimistic about seeing useful quantum advantage in specific use cases within the next few years.

Heidi Health raised a $65 million Series B led by Steven Cohen's Point72. Also, Sugar Free Capital raises $32M inaugural fund to invest in MIT early-staged founders. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The competition is intensifying among global hedge funds giants to attract top traders and analysts. There's particularly high demand for talent at "pod shops", which allow portfolio managers to run their own strategies and manage allocated capital. High-profile managers with strong track records can command pay packages in the tens of millions of dollars. "The type of manager we're trying to hire, they are hiring us. It's not [us] hiring them", says Jay Luo, President of Dymon Asia Capital, a regionally focused alternative manager with about $5 billion in assets. He likens managing a pod shop to running a high-performance sports team and shares his insights on competing against global hedge funds like Millennium and Point72 -- with hiring the right person sometimes years in the making. He joins John and Katia on the Asia Centric podcast.See omnystudio.com/listener for privacy information.

What happens when you take the discipline of an Oxford-trained surgeon and apply it to crypto? You get Nic Roberts-Huntley, founder of Concrete and Glow, two of the fastest-growing DeFi protocols.In this episode, Nic and Charlie dive deep into the frameworks, philosophies, and practical decisions that turn ideas into billion-dollar realities. From early mornings at 4:30 AM to late-night calls across continents, Nic's journey shows how rigor, kindness, and a surgeon's precision can reshape digital finance.

What are the keys to Steve Cohen's incredible success as a trader and hedge fund manager – and how is he bringing those lessons to the baseball diamond? Steve Cohen, the founder, CEO and president of Point72, and the majority owner of the New York Mets, discusses with Tony Pasquariello in this conversation recorded live at the Goldman Sachs Apex Symposium. This episode was recorded on June 4th, 2025.   Learn more about your ad choices. Visit megaphone.fm/adchoices

Will England just pivoted his $10B AUM hedge fund to go all in on AI with a firm-wide email:“I wrote this email using ChatGPT—you should too. As a hedge fund, we should be ashamed to leave money on the table by ignoring AI.”It's working: 75% of his 400-person team are using ChatGPT daily—and Walleye is well on its way to transforming into an AI-first juggernaut. They record every meeting, use LLMs to ingest and analyze earnings reports, and are building “The Borg”—a firmwide intelligence layer.What's surprising? Will isn't some AI hype man: He's the CEO, CIO, and managing partner of Walleye Capital, a multi-strategy hedge fund competing with firms like Citadel, Millenium, and Point72. He's Princeton and Oxford educated, but he's based in Minnesota, doesn't have an X account, and rarely gives interviews.In my experience, teams go as their CEO goes—and Will is the best example of a CEO going all in on AI that I've seen. "It would be irresponsible not to go after AI with maximum discipline and intensity," Will told me—and in this episode he lays out his exact playbook for doing it.We get into:Why AI is essential operating leverage. At Walleye, using AI is treated like using email or Excel. Ignoring it means getting left behind—in an industry where information = money, every edge counts. England makes this not optional for anyone, backed by internal leaderboards and cash incentives.How Will uses AI for journaling and decision-making. Will journals every day using ChatGPT, which helps him with everything from decision-making at work to reflecting on his family life to tracking his workouts. How Will pivoted his billion dollar firm. Will's commitment to AI isn't theoretical—he announced AI as the new standard for work at Walleye, and made avoiding it unacceptable. How to lead during times of technological change. Will leads with an ethic of personal responsibility: "If we get disrupted by AI, that's on me.”Why students of history do better at handling the future. Will sees today like the 1860s–1910s era—when the Industrial Revolution introduced factories and railroads and the skills and roles needed inside of companies transformed quickly.How Will uses AI to write faster. Will uses ChatGPT to help him draft emails or memos that would have taken hours in 15 minutes. He bullets out of his thoughts and then uses LLMs to turn that into polished prose. Having AI handle the linguistic syntax gives him more time for conceptual thinking.This is a must-watch for anyone who wants to lead a team through change with clarity and conviction.  Sponsor:Attio: Go to⁠⁠⁠ https://www.⁠⁠⁠⁠attio.com/every⁠⁠⁠⁠ and get 15% off your first year on your AI-powered CRM.Want even more?Sign up for Every to unlock our ultimate guide to prompting ChatGPT here: https://every.ck.page/ultimate-guide-to-prompting-chatgpt. It's usually only for paying subscribers, but you can get it here for free.To hear more from Dan Shipper:Subscribe to Every: https://every.to/subscribe Follow him on X: https://twitter.com/danshipper Timestamps:Introduction: 00:00:51What pushed Will to go all in on AI: 00:03:25Inside the ‘AI-first' memo Will shared at Walleye: 00:14:08Why you shouldn't be afraid of using AI for work: 00:15:56How Will uses LLMs to sharpen his thinking: 00:31:01Walleye's approach to using AI to reduce risk: 00:35:32What history can teach us about leading through change: 00:39:10Will's first principles to making better decisions: 00:56:45Why Will journals everyday—and how AI makes it easier: 00:58:58 Links to resources mentioned in the episode:Will England: https://walleyecapital.com/bio/will-england Walleye Capital: https://walleyecapital.com/ Work with Every's consulting team: https://every.to/consulting  Everything we've learned from consulting with clients like Walleye: "How We Built a 7-figure AI Consulting Business in Less Than a Year"

In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss private equity firms like Blackstone and Apollo pushing for access to U.S. 401(k) plans, arguing their funds offer better diversification despite risks of higher fees and lower liquidity. Job updates include Todd Hirsch joining Point72 to lead a new private credit strategy, Tim Thomas promoted to CIO at Badgley Phelps, and Philip Chandler becoming CIO at Schroders Investment Solutions. In RIA/FA M&A news, Savant Wealth promotes Zach Ivey to CIO, Sanctuary adds a $700M Miami team from Truist, and LPL recruits Lewellyn Financial from Osaic with $320M in assets. Institutional coverage features Wichita Retirement selecting PGIM as its Fixed Income manager and Ohio Police & Fire's $280M 2025 real estate plan. Texas TRS made significant commitments across real estate and private equity, including $400M to Blue Owl Real Estate. Fundraising updates include FTV Capital closing $4.05B across two funds and Stockbridge targeting $550M for a new residential real estate fund. Stay tuned for more fundraising and institutional insights! 

Today's blockchain and cryptocurrency news  Bitcoin is down slightly at $101,291 Eth is down slightly at $3,870 XRP, down 1% at $2.41 Riot Platforms adds BTC. Justin Sun's Bit Global suing Coinbase MegaLabs raises $10M. Galaxy Digital appoints former CFO of Point72. Learn more about your ad choices. Visit megaphone.fm/adchoices

Steve Cohen, founder of Point72 and owner of the New York Mets, highlights key attributes of elite investors and professional athletes. He underscores the importance of understanding motivation in assessing potential hires, focusing on revealing candidates' passions and adaptability. Cohen identifies resilience and a strong work ethic as common traits among top performers, which can distinguish them from peers. While acknowledging the significance of talent, he emphasizes dedication and adaptability as crucial for sustained success. His insights connect the fields of investing and sports, stressing that mental toughness and strategic thinking are vital for excellence. By concentrating on motivation, adaptability, and character, aspiring professionals can enhance their preparation for success.Learn more on this news visit us at: https://greyjournal.net/ Hosted on Acast. See acast.com/privacy for more information.

This week on Pathfinder, we are joined by Chris Morales, Partner at Point72 Ventures, for a discussion on venture capital's role in shaping the space and defense technology landscape. In this episode, Chris provides a detailed overview of Point72 Ventures' strategic approach to investing, drawing on his background as a former naval officer and his experience in venture capital. The conversation covers key trends and challenges facing the space and defense sectors, with a focus on how startups can navigate this evolving ecosystem.In addition, we discuss:Point72 Ventures' investment framework and focus on emerging technologies critical to national securityThe growth of the space economy, from the adoption of proliferated LEO architectures to in-space mobility innovationsEvaluating companies across different stages of maturityThe role of government programs and non-dilutive fundingSpaceX's impact on market dynamics and its broader implications for venture-backed companiesStructural and financial barriers that space and defense startups face, and how investors can help address them • Chapters •00:00 - Intro01:02 - Chris's Thanksgiving must-haves02:15 - Point72 Ventures overview05:35 - History with space06:42 - Why did Point72 Ventures first get into space?09:00 - Chris's thesis about the space industry10:49 - Proliferated LEO12:11 - Predictive work and investments13:02 - At what stage in a company is Point72 Ventures looking to invest?13:53 - How does space fit into the investment strategy?15:51 - What happens when a portfolio company isn't hitting their milestones?17:12 - The process18:39 - How Point72 Ventures separates itself and what it provides beyond capital20:31 - Public and private sides of the firm21:13 - Market dynamics24:05 - Is there enough government funding for startups, and are they winning enough contracts?27:29 - Does SpaceX's valuation make sense?29:47 - Starship vs. Starlink business prediction32:42 - Is SpaceX a monopoly?33:26 - Is SpaceX a concern when it comes to investing in the industry?35:04 - Biggest issues facing startups today and how can investors help39:04 - Over and under-hyped areas of the market40:36 - Space ventures in the next decade42:25 - Gaps in the market43:37 - Advice to founders looking to start a space company45:00 - Mars47:00 - What does Chris do for fun? • Show notes •Point72 Ventures' website — https://p72.vc/Point 72 Ventures' socials — https://x.com/p72vcChris' socials — https://x.com/MrChrisMoralesMo's socials — https://twitter.com/itsmoislamPayload's socials — https://twitter.com/payloadspace / https://www.linkedin.com/company/payloadspacePathfinder archive — Watch: https://www.youtube.com/@payloadspacePathfinder archive — Listen: https://pod.payloadspace.com/episodes • About us •Pathfinder is brought to you by Payload, a modern space media brand built from the ground up for a new age of space exploration and commercialization. We deliver need-to-know news and insights daily to 19,000+ commercial, civil, and military space leaders. Payload is read by decision-makers at every leading new space company, along with c-suite leaders at all of the aerospace & defense primes. We're also read on Capitol Hill, in the Pentagon, and at space agencies around the world.Payload began as a weekly email sent to a few friends and coworkers. Today, we're a team distributed across four time zones and two continents, publishing five media properties across multiple platforms:1) Payload, our flagship daily newsletter, sends M-F @ 9am Eastern2) Pathfinder publishes weekly on Tuesday mornings (pod.payloadspace.com)3) Polaris, our weekly policy briefing, publishes weekly on Tuesdays4) Payload Research, our weekly research and analysis piece,  comes out on Wednesdays You can sign up for all of our publications here: https://payloadspace.com/subscribe/

Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn discuss the outlook for markets and companies in the news. They will also speak with Dean Maki, Chief Economist at Point72, about his economic and interest-rate forecasts.

Get a glimpse of our eight-week summer internship through the lens of four 2024 Point72 Academy Summer Interns. We asked them to share their opinion on what it's like to work on an investing team, interviewing tips for aspiring candidates, and how this experience shaped their future careers. 

The House of Representatives is voting on a stopgap funding bill–but Washington expects it to fail. Speaker Mike Johnson (R-LA) discusses the voter verification legislation that he's attached to the bill, despite limited Republican support. Actor, writer, and producer Mark Duplass is known for his roles on The Morning Show and The Mindy Project, but he's betting on a big shift for streaming. Ahead of the launch of “Penelope,” Duplass explains his inspiration for his new series and for a new approach to the entertainment business. The EU has ruled to annul a $1.7B fine on Alphabet, and Steve Cohen is stepping further back from the trading desks at Point72, and Ozempic might be targeted for a price cut. Plus, former President Trump has vowed to “get SALT back” if reelected, despite having signed the SALT deduction cap into law during his first term.  Speaker Mike Johnson - 16:02Mark Duplass - 32:38 In this episode:Mike Johnson, @SpeakerJohnsonMark Duplass, @MarkDuplass Becky Quick, @BeckyQuickJoe Kernen, @JoeSquawkKatie Kramer, @Kramer_Katie

Before Sri Chandrasekar became managing partner at Point72 Ventures, he was a Senior Vice President at In-Q-Tel, the non-profit VC firm that invests in startups on behalf of the CIA and other national intelligence agencies. That work cultivated his interest in AI and ML a decade ago, which led hedge fund Point72 to recruit him to join its then-new venture arm in 2017. Fast-forward to 2024, Sri takes around 300 first-call meetings with founders each year. While we had an extended discussion about his investment thesis and the types of opportunities he's targeting, he also offered key insights into the current early-stage fundraising environment and spoke about the growing difficulty for startups seeking Series A funding, compared to the relative ease of raising seed rounds. AI-related startups need more capital than ever to launch a MVP, leading to larger seed rounds without increasing dilution for founders. However, this drives up valuations, and when startups reach the Series A stage, investors hesitate to pay high prices for companies with limited traction. “I think a lot of seed-stage founders are going to see this in the next year or two,” he said. “They're going to raise a Series A and they're going to be not up rounds, they'll be flat rounds.” 42:21 minutes Episode breakdown (1:45) “In-Q-Tel is the best place in the world to learn about venture.” (3:53) “Machine learning and AI is gonna be the most transformative force to our economy since the steam engine.” (8:55) “I think we're six to twelve months away from the trough of disillusionment.” (11:52) “It's easier than ever to build a prototype of anything… and the hardest that's ever been, in my opinion, to raise a Series A.” (15:27) The differences between working with technical and non-technical founders (19:23) “I'm starting to think that Herman Miller Aeron chairs probably hold their value longer than GPUs.” (21:16) “Returns are getting compressed, and something's got to give, right?” (24:21) What real repeatability actually looks like. (27:33) “It's really important to not get ahead of yourself in terms of marketing and branding until you have clarity around, ‘do I have product-market-fit?'” (31:26) Sri breaks down the “triple-triple-double-double-double” growth framework. (34:39) Advice for founders who need help de-risking themselves. (37:43) “I don't know what the point of being in stealth is.” (40:47) What would Sri ask an early-stage CEO if he were interviewing for a job? Links Sri Chandrasekar Point72 Ventures Subscribe to Fund/Build/Scale

Our Business Development team shares how to stand out during the hiring process, the qualities they look for in analysts, and how we help analysts become PMs.

Billionaire hedge funder and Point72 CEO and Chairman Steve Cohen discusses his $2.4B purchase of the New York Mets, his investment in golf via the PGA and Tomorrow Golf League, and his bet on sports business. Cohen shares his view on AI equities and on the Federal Reserve's goal of a 2% inflation rate. Plus, an update on the boardroom drama at Disney.  Steven Cohen - 10:52 In this episode:Steven Cohen, @StevenACohen2Joe Kernen, @JoeSquawkBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer: @Kramer_Katie

Wes Tang-Wymer is co-founder of Room40, a crossover investment firm focused on crypto. Room40's platform consists of a multi-strategy hedge fund and early-stage venture funds. Prior to Room40, Wes was a founding team member of SoftBank Group International and SoftBank Vision Fund, where he oversaw investments and held board roles across a range of growth stage companies in the fintech, transportation, and logistics sectors. Before SoftBank, he was an equities investment analyst at Point72. Wes began his career at Morgan Stanley in the investment banking department.    -----   This episode is brought to you by:   Global Coin Research ("GCR") is a community-first research and investment DAO. GCR's mission is to create a community-driven investment DAO where the best Web3 deals are sourced by community members for community members.  This discussion was recorded in our Discord.  You can find more information about us and how to join at GlobalCoinResearch.com   -----   Remember to rate, review and subscribe to the Podcast!  

Point72 Academy Director Jaimi Goodfriend asks three Academy graduates about how the Academy prepared them to be investment analysts and what the culture is like in our London, Hong Kong, and Tokyo offices.

Miguel Armaza sits down with Michael Blaugrund, CEO of DriveWealth, a fintech platform and broker-dealer enabling investing products for businesses and consumers worldwide.Founded in 2012, DriveWealth works with over 100 corporations in almost all continents, including Revolut, BTG Pactual, GBM Mexico, MoneyLion and many more. They have raised over $550 million from Accel, Point72, Insight, Greyhound, and many more.Prior to DriveWealth, Michael held leadership roles at Nasdaq and NYSE, most recently serving as COO of the NYSE.We discuss:The evolving needs and expectations of modern retail investorsCrisis as a catalyst for evolution. Three critical events that shaped the capital markets technology industry over the last 15 years, including the Flash-CrashWhy digital assets will not flourish in the institutional world without clear regulatory frameworksMichael has been in the CEO role for less than a year. What does it take to succeed as CEO?… and a lot more!Want more podcast episodes? Join me and follow Fintech Leaders today on Apple, Spotify, or your favorite podcast app for weekly conversations with today's global leaders that will dominate the 21st century in fintech, business, and beyond.Do you prefer a written summary? Check out the Fintech Leaders newsletter and join 60,000+ readers and listeners worldwide!Miguel Armaza is Co-Founder and General Partner of Gilgamesh Ventures, a seed-stage investment fund focused on fintech in the Americas. He also hosts and writes the Fintech Leaders podcast and newsletter.Miguel on LinkedIn: https://bit.ly/3nKha4ZMiguel on Twitter: https://bit.ly/2Jb5oBcFintech Leaders Newsletter: bit.ly/3jWIp

New Goldman Sachs report continues to say bet on America. Baupost, Point72, Berkshire and more are making an arbitrage bet on Liberty SiriusXM. TikTok investors continues down the nonsense train, and we love it. Chamath shuts down plans to raise a VC fund. Skippy and Doogles cover each of their recent top book recommendations.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.

Matthew King is an Entrepreneurial Investor passionate about venture investing & building, deeptech, sustainability, mental health, wellness, automotive, luxury goods, and hospitality.Currently Co-Founder & Managing Partner at Valhalla Ventures, a venture capital firm backing visionary founders at the forefront of social and technological breakthroughs.Inveterate connector of extraordinary human beings who frequently colors outside the lines and thrives on helping founders accomplish legendary outcomes while helping investors produce stellar returns & impact.Valhalla Ventures backs visionaries building enduring moats.Today, the most enduring moats exist in physical technology (think industrials, space, chips, biology, defense, energy, etc) and media IP (think games).Valhalla manages $200M+ in assets with $150M in committed capital across all vehicles to date. Our primary focus currently is deploying $35M in dry powder in Seed and Series A financings (and in between), investing $1M to $3M per company with a 5% minimum ownership target. Valhalla's Limited Partner community includes:1) C-suites/Managing Partners (current and former) of: Goldman Sachs, JP Morgan Chase, Bank of America, Citadel, Bridgewater Associates, Oaktree Capital, Apollo Global, Point72, PayPal, Alibaba, Hillhouse Capital, NBC Universal, General Motors, Swiss Re, Discover, PizzaHut, DoorDash, DocuSign, Sandoz, Gusto, Guinness, Bitmain, Thomson Reuters, Yahoo, Zynga, the Dallas Cowboys, BlockTower Capital, and TopGolf; and2) Board Members (current and former) of: BlackRock, Goldman Sachs, MasterCard, MIO Partners, Fortress, BNY Mellon, RBC, Altria, ARM Semiconductor, SoFi, Warburg Pincus, Kraft, SABMiller, Cognizant, Western Union, Raine Group, Harvard Business School, Harvard Law School, Harvard Medical School, Harvard University, Stanford's Graduate School of Business, Wharton, and Johns Hopkins University.Outside of work what energizes me is travel (40+ countries visited or lived in), electronic music, nature, and Burning Man (12x). --- Support this podcast: https://podcasters.spotify.com/pod/show/geeksofthevalley/support

Scott J. Alberi is a founder of Fc Centripetal and has been an institutional technology investor since 1999. As a professional institutional investor for over 20 years, Scott has researched, analyzed, advised, and invested in hundreds of public enterprise technology companies. His career began at Eminence Capital in 1999, where he spent 19 years focusing on Enterprise Technology, Media, and Internet companies. He later joined Point72 as a Technology, Media, and Telecom Portfolio Manager before founding Fc Centripetal in 2022, an enterprise technology program that aims to de-risk and accelerate innovative solutions for enterprise IT architecture and security.

Welcome to Count Me In! Join your host Adam Larson as he dives into insightful conversations with industry experts. In this episode, Adam is joined by Andrew Jamison, CEO & Co-Founder of Extend, a Point72-backed fintech platform that enables virtual card and spend management capabilities for small businesses. They discuss how small to medium-sized businesses can leverage fintech solutions to reshape their financial landscape. Get ready to gain valuable insights and practical advice from Andrew as he shares his expertise in the field. Don't miss out on this engaging discussion that is sure to empower SMBs in embracing the latest technologies. Tune in for this informative episode!

Daniel Gwak is the Managing Partner of Point72 Private Investments, the institutional private investing business of Point72 Asset Management. He oversees Point72 Ventures' Defense Tech and Growth investment teams.

Three Academy Associates—Martin, Cherry, and Victor— join Brian Mulvihill, Academy coach, to share their interviewing tips, why they chose a career in investing, and the habits they've incorporated into their routines to set themselves up for career success.

This week on the Value Perspective, we're delighted to be joined by Joe Peta. Joe is the author of Moneyball for the Money Set, which explains how techniques gleaned from sport analytics can help to predict the returns of portfolio managers with startling accuracy. Before putting pen to paper, Joe started his career at Lehman Brothers before moving to Nomura. He then moved over to the buy side, working for Novus Partners, Kingsford Capital Management and Point72. To chat with Joe, Andy Evans from the Value Team is joined by Robert Donald, Chief Investment Officer of Schroder GAIA Helix. Robert's quant skills make him an ideal co-presenter for this episode. Robert, like Joe started on the sell side as an equity analyst before moving to GLG Partners where he ran a long-short strategy. He also worked for Soros Fund Management and Brummer and Partners before joining us as Schroders in 2017. In this episode we discuss: Joe's method for breaking down performance in a way that assesses skill, including hit rates, explosiveness, magnitude, scaling, and sizing; parallels with sports analytics and applicability for assessing skills for different types of investors; Goddard's Law; Managers' deficiency at sizing decisions; and finally, prediction tools and predicting power. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. Past Performance is not a guide to future performance and may not be repeated. The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.  

Produced by Foundersuite (www.foundersuite.com), "How I Raised It" goes behind the scenes with startup founders and investors who have raised capital. This episode is with Billy Thalheimer of Regent, a startup making the Seaglider, a cross between a boat and a plane that uses "wing in ground effect" physics to enable efficient, all-electric coastal travel. Learn more at https://www.regentcraft.com/ In this episode we talk about the technology and physics behind the product, raising strategic capital, pitching Mark Cuban and Founders Fund and much more. Regent has raised $90 million in total. The Company's most recent round was a $60 million Series A co-led by 8090 Industries and Founders Fund. Point72, Caffeinated Capital, Mark Cuban, UAE's Strategic Development Fund, Future Planet Capital and others participated, as well as strategic investments from Japan Airlines Innovation Fund, Yamato Holdings and Lockheed Martin. How I Raised It is produced by Foundersuite, makers of software to raise capital and manage investor relations. Foundersuite's customers have raised over $10 Billion since 2016. Create a free account at www.foundersuite.com.

My guest today is Will England, the CEO and Co-CIO of Walleye Capital. Walleye is a multi-strategy hedge fund headquartered in Minnesota that manages around $5 billion. Our conversation is a primer on multi-strategy hedge funds, which have become a force in markets through the success of firms like Millenium, Citadel, Point72, and Balyasny. We discuss the operational complexity behind the model, which managers best fit this type of investment style, and what happens in stress events like the Gamestop short squeeze in early 2021. We also talk about performance culture, the All Blacks, and Will's experience as a US National Team rower. Please enjoy my conversation with Will England. Listen to Founders Podcast Founders Episode 311: James Cameron For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Tegus, the modern research platform for leading investors. Stretch your research budget with flexible expert calls you can trust. At a fraction of the cost of traditional expert networks, Tegus customers pay only what an expert charges – with zero markups and no confusing call credits – netting an average 70% savings. Don't want to conduct a full hour call? Tegus offers the ability to schedule 30-minutes, an offer you won't find anywhere else. And they don't stop there. With white-glove custom sourcing for every project and robust compliance measures, including a dedicated 50+ analyst team that vets every call transcript, Tegus ensures your privacy and protection. As the industry innovator for qualitative insights, Tegus helps you find the right experts you need at a quality and speed that can't be matched. For a limited time, as a listener, you can trial Tegus for free by visiting tegus.co/patrick. ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.  Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @patrick_oshag | @JoinColossus Show Notes (00:03:22) - (First question) - His fascination with Robber Barons (00:04:49) - He explains the style of investing he has built at Walleye Capital    (00:08:51) - The importance of scale and what it means for firms like this  (00:13:01) - A breakdown of the component parts of a 15% return structure (00:16:56) - His advice to new portfolio managers trying to succeed with long/short investments (00:21:23) - His reaction to an efficient market hypothesis    (00:27:33) - He tells us what happens above the individual manager level (00:29:42) - The universe of talented people behind the business (00:35:26) - The backstory of Walleye Capital and why he chose Minnesota     (00:42:37) - He discusses the felt experience of being at Walleye versus other firms  (00:47:25) - Whether he identifies more as an entrepreneur systems builder or as an investor (00:50:04) - What he says about the half life of successful quantitative strategies   (00:54:03) - A breakdown of style allocations and the percentage of managers within each  (00:56:30) - How he determines how much leverage to use and how to be great at applying it  (00:59:59) - How the firm handles tough investment periods (01:02:34) - How he knew Citadel wasn't taking down gross during the GameStop short (01:03:51) - What he looks for when hiring a portfolio manager (01:06:37) - His philosophy on performance and how he blends that into his firms culture  (01:09:21) - Inspiration he's taken from the All Blacks team (01:11:25) - Addition aspects of the firm he believes are important (01:13:46) - Historical finance pioneers that inspire him  (01:16:07) - The kindest thing anyone has ever done for him

Today's guest is Dr. Gio Valiante, who is regarded as one of the most successful performance coaches in the world. He's currently the Head Performance Coach for the Buffalo Bills and works with some of the top golfers and top investors. He was previously the Head Performance Coach for Point72 and Steve Cohen. In today's episode, Dr. Gio starts by sharing the five ways to win on the field or in the market. Then he shares the parallels of top performers in both athletics and investing. He walks through ways to help handle failure, navigate fear, and detach yourself from your results.  This is truly a masterclass on what peak performance looks like, so be sure to share this episode with a friend. And if you enjoy this episode, click this link for Dr. Gio's first appearance on the podcast.  ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today's episode is sponsored by Farmland LP. Farmland LP is one of the largest investment funds in the US focused on converting chemical-based conventional farmland to organic, sustainably-managed farmland using a value-add commercial real estate strategy in the agriculture sector. Since 2009, they have built a 15,000-acre portfolio representing over $200M in AUM. To learn more about their latest offering, visit farmlandlp.com or email them at ir@farmlandlp.com.  Today's episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world's largest institutions, funds, and money managers. Subscribe for free here. Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! 

In the first of a series of conversations on the topic of the defense industrial base and capital, Ryan is joined by Dan Gwak of Point72 and James Parker of Leonid. If you're a policymaker, founder, technologist, in finance, or a defense acquisitions professional this is a must-listen episode.

In episode 4, Michael invites Sachin Kullkarni on to discuss alterative data and AI. Sachin is currently head of data science at a multi billion dollar credit hedge fund, and previously was at Point72 as a Sector Data Analyst (SDA) in health care. They discuss how alternative data is used in large hedge funds and how they see the space evolving with Generative AI and Large Language Models (LLMs). They also look back on the alternative data space and how it has evolved over the past 10 years. Michael and Sachin discuss some of his favorite tools and how they are used including Snowflake, Airflow, Jupyter and Materalize. Then they discuss how they see this landscape evolving over the course of the next couple years as LLMs start to disrupt the space. Hosted on Acast. See acast.com/privacy for more information.

This is Eric Golden and my guest today is Nikolai Yakovenko. Nikolai is the founder and CEO of DeepNFTValue, which uses machine learning to price blue chip crypto assets like CryptoPunks and Bored Apes. He has spent his career working on deep learning at some of the most notable firms in the world, including Google, Nvidia, Twitter, and Point72. Our conversation starts with AI's potential and Twitter's mishaps and then turns to Nikolai's investment experience and why he most recently decided to build a business that prices NFTs. Please enjoy my conversation with Nikolai Yakovenko.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   -----   This episode is brought to you by OKX. You may have seen OKX on McLaren's Formula 1 race car or Manchester City's football kit. But what is OKX? OKX has over 730 spot trading pairs, 280 derivatives markets, and 1000 options markets. It processes 400,000 requests per second with 99.95% uptime. That's why over 20 million traders and institutions choose OKX when they want to trade. Visit okx.com to learn more.   -----   Web3 Breakdowns is a property of Colossus, LLC. For more episodes of Web3 Breakdowns, visit joincolossus.com/episodes.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @Web3Breakdowns | @ericgoldenx | @patrick_oshag  Show Notes [00:02:23] - [First question] - His impressions of recent innovations by ChatGPT [00:03:51] - A rundown of the technical breakthroughs that led to today's most cutting-edge AI [00:06:08] - The types of questions he asks to test and evaluate new AI like ChatGPT [00:08:13] - Questions or requests that would stump ChatGPT [00:09:02] - Intuitive human tasks that would deeply confuse chat-based AI [00:11:42] - Impressive R&D spend at OpenAI to optimize machine learning [00:13:27] - The prospect of ChatGPT as competition for major search engines in the future [00:15:27] - How his time at Google and Twitter informed his understanding of algorithms  [00:17:20] - How social media algorithms work and how users reverse engineer them [00:22:44] - His take on the amount of people it takes to run tech companies like Twitter [00:26:39] - How protocols like Twitter Spaces factor into the modern tech ecosystem [00:28:23] - His transition from big tech to Wall Street and how the two career paths intersect [00:30:35] - How proximity to the investing side of the tech industry boosted his finance skills [00:32:16] - The degree to which AI tech shows promise for universal applications [00:34:01] - How his affinity for poker led him to crypto and NFTs [00:35:55] - What inspired his jump to creating an NFT-based startup [00:38:23] - The comparative value of powerful machine learning models versus the data itself [00:40:03] - How he thinks about different NFT value models and their tradeoffs [00:42:14] - The criteria that tend to make a given NFT more valuable than other similar ones [00:43:48] - How his model for NFTs valuations actually works [00:47:44] - Feedback he gets from users about his model [00:48:55] - High valuations associated with both minimalistic and cluttered NFT visuals [00:49:38] - The NFT liquidation auctions of FTX and Three Arrows [00:51:09] - The proportion of NFT profits from instant buying versus bidding [00:52:08] - How NFT traders make use of the model through the DeepNFTValue open API [00:53:59] - The future of their profitability given that their goal is widespread distribution [00:55:38] - The potential for lending and levering in future NFT markets [01:00:24] - What he's most excited to build over the next six months and six years

Today, I'm excited to talk with impact investor and investment industry veteran H. Perry Boyle. Perry's had a long and storied career in the financial world, but the first thing I wanted to know about was his hiring of Prometheus Founder and CEO Michael Wang as a Senior Analyst at the legendary hedge fund SAC Capital. Between 2004 and 2020, Perry held several positions at SAC and Point72. As SAC's Director of Research, Perry's job was to change the culture, which he did—in part—by creating a curriculum for analysts and making portfolio managers stakeholders in their future success. Steve Cohen's SAC Capital is the inspiration for the Showtime series “Billions." So I asked Perry to describe the evolution of the firm's culture and the impact of having a psychologist on staff to optimize traders' performance. A little later, Perry tells me the "secret” of running a long/short portfolio and lays out his thoughts on the increasing scarcity of alpha. Lastly, Perry talks about the journey that took him from Point72 to climbing his “second mountain” —becoming chairman of the BOMA Project, a poverty graduation program for women, youth, and displaced persons in East Africa.Links MentionedThe BOMA ProjectH. Perry Boyle | LinkedInFollow UsLearn about PrometheusSubscribe to Prometheus Decoded on Apple Podcasts or SpotifyInstagramTwitterFacebook

In this replay from last season, you'll hear host Jaimi Goodfriend talk to Jean Horenstein, a former analyst and PM who is now a senior faculty member for the Point72 Academy, about designing curriculum for analysts, the value of understanding a market narrative, and how diverse backgrounds supports creative thought and collaboration.You'll also hear Point72 portfolio manager Josh Klosk and Sterling Schwartz, a Point72 Academy graduate and analyst on his team, reflect on the rigor of the Academy program, how it prepared Sterling for a career as an investment analyst, and what attributes can set analysts apart—or undermine their success.

In this episode our host Jaimi Goodfriend sits down, one on one, with Steve Cohen—the founder of Point72—to talk about becoming an investment professional, connecting the dots, and continuous improvement.Then we'll dig into some details about our firm and take a look at the culture at Point72.Finally, we'll hear about Steve as a person and how his life and perspective impact our company.

In this episode, you'll hear directly from five members of our summer internship class. They'll help you get a sense of what we teach, what it's like to be an intern working on an investing team, what interns do in their free time, and how the summer internship shaped their plans for the future.

In this episode, Jaimi talks to an Academy recruiter about what she looks for on resumes, how candidates set themselves apart, and dos and don'ts in the interview process.You'll also hear from an Academy graduate and his PM about why they wanted to work together, and how Point72 creates career opportunities you'll only get in the Academy. 

Have you ever wondered about an investing career, but felt you didn't know enough about the industry, or where to start? In this episode, Jaimi Goodfriend, Director of Point72 Academy, talks to Harry Schwefel—co-Chief Investment Officer at Point72 and a former PM with decades of experience—about the basics of our business, building an investing career, and what keeps him excited about the job.You'll also hear from Point72 portfolio manager Ryan Wilder and investment analyst Badre Alkurdy on why you need to be okay with being wrong, opportunities to own your development, and how Point72 Academy prepares you for a career in equities investing. 

Jean Horenstein, Point72 Academy senior faculty member, joins Jaimi to talk about the Academy curriculum, what the best analysts do to set themselves apart, and how Jean transitioned from the pre-med track with the goal of becoming a cardiothoracic surgeon to a career in investing. You'll also hear from Elbert Low and Alice Zhu, analysts and Point72 Academy graduates, on how the Academy prepared them for their roles today, their career progression, and their favorite parts of the job.

Join Jaimi Goodfriend—Point72 Academy Director—as she sits down with Mark Flannery, Point72's Head of U.S. Long/Short Equity Teams Supervision to learn about different types of businesses within finance, his career path from equity research to our hedge fund, and how his passion for music shaped his career. You'll also hear from Jon Thompson, Portfolio Manager, and Cory Bunce, Analyst, about starting their careers in investment banking, how Point72 Academy trains the next generation of investors, and how their careers have developed at our Firm. 

The up-and-coming industry trend is building residential housing with unmatched quality and remarkable speed. Learn in this episode how Garret Moore uses technology to increase sales while overcoming hurdles and cost overruns associated with traditional housing construction.Key Takeaways to Listen forHow technology helps fill the gap of construction labor shortageThe process of prefabrication constructionSources of cost inefficiency in homebuildingRole of focusing on the Amazon model in overcoming the housing deficitWhy there is a need to adapt technology to the homebuilding industryResources Mentioned in This EpisodeElon MuskWarren BuffetAmazon Business ModelFree Apartment Syndication Due Diligence Checklist for Passive Investor  About Garrett MooreGarrett Moore is the founder of Agorus, America's first scalable offsite customized construction solution. They build custom homes with unparalleled precision and unprecedented speed by leveraging advanced technology to achieve its mission of accelerating construction by 10x and are currently on target to build over 400 homes this year. By using software-driven robotics and eliminating many of the risks and inefficiencies associated with traditional homebuilding, Agorus is radically transforming the construction industry. Investors include Kennedy Wilson (KW), Point72, Blackhorn Ventures, and Signia Ventures. As an ex-Navy SEAL, Garrett took the lessons he learned in active duty to build a great company and revolutionize the way America is being built.Connect with GarrettWebsite: AgorusLinkedIn: Garrett MooreConnect With UsPlease visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!SponsorsGrow Your Show, LLCThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GrowYourShow.com and Schedule a call with Adam A. Adams.

Josh Goltry is the Founder and Chief Investment Officer at JAG Capital.During this chat, Josh explains why investors should listen to earnings calls of companies they don't own to gain an edge. He also explains why investors shouldn't consider tech stocks growth stocks anymore.Ahead of Nancy Pelosi's purported trip to Taiwan, Josh shares his thoughts on how a destabilization of US-China relations could affect chip-maker TSM—a company he calls the most systemically important in the world. He also articulates the urgency and implications of bringing chip manufacturing to the US.Josh then talks about Nvidia—a company he describes as the connective tissue of the world's entire tech infrastructure. He delivers his thesis on the firm, remarking that there is no better-placed company in the world in the decades ahead.Josh talks about Tesla and how the companies with the largest AI training sets will be unassailable. He also explains why pitching Tesla at Point72 in 2019 cost him a position there.

Lisa Carmen Wang interviews Jessica Schaefer, Founder or Bevel PR, the leading finance PR firm, and Chief Communications Officer at Acorns, a savings & investment platform. Prior, she was Head of Comms at Point72, a $20B fund where she launched their VC fund Point72 ventures.They discuss:The importance of using their voices and calling out bullshit in male-dominated workplacesHow to take charge the room and set the agendaWhy you must always negotiate for equity in companiesThe importance of finding good mentorsWhy owning companies is the key to building wealthThe power of financial independenceJess's definition of being a Bad Bitch: “Being a Bad Bitch means standing up for other women. When you see something and you have a bit of power, make sure you say something.”

Today's guest is Gio Valiante, one of the most successful performance coaches in the world. He currently works with some of the top golfers on the PGA Tour and is the Head Performance Coach for the Buffalo Bills. He was previously the Head Performance Coach for Point72. In today's episode, we have a masterclass on peak performance to get you prepared for the Masters tomorrow! We kick it off by hearing how Jack Nicklaus played a major rule in leading him to work with people in high finance and professional sports. We talk about the need to balance mastery vs. ego orientation, how to handle fear and anxiety and still perform at your best, focusing on process over outcome, and how to balance confidence with overconfidence. Be sure to stick around until the end to hear the commonalities he sees between greats like Tiger Woods & Steve Cohen. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com -----  Sponsor: Today's episode is sponsored by The Active Share podcast. If you're seeking the less obvious and are curious about the ever-changing world and how it affects investing, The Active Share podcast is for you. Hear thought-provoking conversations with thought leaders, company executives, and William Blair Investment Management's own analysts and portfolio managers as they share unique perspectives on investing in a world that's always evolving. Listen to The Active Share on Apple Podcasts, Google Podcasts, Stitcher, Spotify or TuneIn or visit here.